Financial Coach

Hanscom Federal Credit Union•Boston, MA

9d•$29 - $36•Onsite

About The Position

It’s an exciting time to be at Hanscom Federal Credit Union! As a member of our Branch Network, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members. Hanscom Federal Credit Union values members-first, integrity, teamwork, innovation, and empathy. We make business decisions with our members at the top of mind, are honest and committed to doing what's best for our members and our company, believe we are in this together and all benefit from our success, identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes, and understand that communication starts by listening, understanding diverse perspectives, and caring about others’ sustained success.

Requirements

Strong desire to work in a purpose driven organization.
3 to 5 years of experience.
Strong understanding of personal finance, credit, and debt management.
Excellent communication and interpersonal skills.
Experience in conducting financial workshops and one-on-one coaching.
Proficiency in financial software and tools.
Empathy and a passion for helping individuals improve their financial well-being.
Ability to work both independently and as part of a team.
Strong organizational and time management skills.
Must be authorized to work in the US.

Responsibilities

Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards, as well as have an understanding of all in-branch service functions including account opening and closing, balancing ATM and cash recycler, loan application processing and teller transaction processing.
Provide personalized financial coaching and education to members, helping them develop a deep understanding of personal finance, budgeting, debt management, and savings strategies.
Assist members in setting and achieving financial goals by creating comprehensive financial plans tailored to their individual circumstances and aspirations.
Offer guidance on improving credit scores, managing debt effectively, and making informed decisions about loans and credit products.
Help members create and maintain budgets that align with their financial goals, emphasizing the importance of emergency funds and long-term savings.
Educate members on our credit union products and services, ensuring they are aware of options that can improve their financial well-being.
Conduct financial wellness workshops, webinars, and seminars for members, both in-branch and online, covering a range of financial topics.
Schedule and conduct individual consultations with members to review their financial situations, provide advice, and track progress.
Utilize financial analysis tools and credit reports to identify areas for improvement and provide data-driven recommendations.
Maintain accurate records of member interactions, progress, and outcomes. Provide regular reports to management on the impact of the financial wellness program.
Keep up to date with financial industry trends, regulations, and changes in credit union products and services to provide members with accurate and timely information.
Meet or exceed performance goals.
Perform other duties as assigned, including but not limited to traveling to other branches as staffing needs require.